智通财经APP获悉，物流板块涨幅居前，截至发稿，顺丰控股(06936)涨5.11%，报37港元；中通快递-W(02057)涨4.09%，报145.1港元；极兔速递-W(01519)涨3.39%，报5.49港元；中国外运(00598)涨2.68%，报3.45港元。
消息面上，据国家邮政局消息，我国3月快递业务量预计同比增长18%，快递业务收入预计同比增长10.5%。一季度快递业务量预计同比增长21%，快递业务收入预计同比增长8.5%。展望4月，春菜春果大量上市，踏春旅游热情提升，预计相关寄递服务将繁荣发展。
中泰证券指出，2025年快递件量增速放缓、价格战重启的担忧犹存，但促消费政策或对冲行业下滑风险，消费渗透与消费需求回暖或带动快递包裹量增速提升。3月份全国两办印发《提振消费专项行动方案》，部署了包括城乡居民增收促进行动、消费能力保障支持行动、服务消费提质惠民行动等8方面30项重点任务；4月商务部、国家卫生健康委等12部门联合印发了《促进健康消费专项行动方案》。建议关注时效快递更强的综合物流服务商顺丰控股，加盟制快递相对竞争优势较强的中通快递、圆通快递、申通快递。
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